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CAPITAL CALL TOOL

Automating a complex process by 23% through data-driven design
 

Background

Timeline: 2021 -2024

Role: Lead Product Designer

Scope: 10+ workflows (internal + external)

Team

Impact

3 Product Managers

10 Engineers

Collaborated w/ 2 other teams

23% increase in capital call automation

28% increase in GP adoption

Capital Call Request Tool

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